This article explains how to generate a Superbill using the Special Register/Ledger Report in BestNotes, providing contacts with the billing data they need for insurance submission.

Permissions Required

  • Reports
  • Ledger - Report All Providers
  • Ledger - Pay Rates

Generating a Superbill with the Register/Ledger Report

If you do not have the necessary permissions (Reports, Ledger - Report All Providers, Ledger - Pay Rates), contact your BestNotes System Administrator.

BestNotes Ledger Report options

Setting Up the Superbill Data Form

  1. Create a data form in BestNotes titled "Superbill".

BestNotes Reports screen

  1. Add fields for Provider NPI and any other information you would like included in the contact's superbill header.

Adding Superbill Data to a Contact

  1. Add the Superbill data form to the contact and fill out superbill header information appropriate for this contact.

Superbill Data Form fields

Contact Superbill Data Form

Running the Register/Ledger Report

  1. Run the Register/Ledger report.
  2. Add any filters desired.
  3. Set Group By to: Contact then: None.

Register/Ledger Report Group By settings

If sending the Superbill through the portal from the Reports or client's profile screen:

Sending Superbill through portal

Example of Register Ledger report for a contact using the Superbill data form.

Example Register Ledger report

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